Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Volatility and Tech Platforms — Like Oil and Water?
By Dan SkilesWith the return of market ups and downs, advisors and firms need to review how their technology is performing.
April 02, 2018
FINRA Warns of Data Aggregation DangersWhile data aggregators can offer investors the convenience of a single snapshot of multiple financial accounts, they can also present cybersecurity,…
April 02, 2018
Shareholders Service Group Adds Riskalyze for Its RIA ClientsSSG's RIA clients will gain access to Riskalyze's automated account platform.
March 29, 2018
Lincoln Financial Aims to 'Fully Digitize' Financial Planning: ExecPresident David Berkowitz explains why the firm is updating its 2017 platform and working on a 2019 rollout that will include a robo offering.
March 29, 2018
Advisors Are Doing Videos Wrong. Here's a Recipe for SuccessA good 'nurture campaign' that includes video will work for you 24/7, even when you're not there to do the selling yourself.
March 27, 2018
Push to Reform, Update IRS Advances in House'The IRS still has 1960s systems from the Kennedy administration,' according to Rep. Lynn Jenkins.
March 27, 2018
Galvin Halts 5 Firms' ICO Sales in MassachusettsThe Massachusetts-based firms were selling and promoting unregistered securities in the form of virtual coin offerings, Galvin says.
March 16, 2018
NaviPlan Upgrade Boosts 'Advisor Gamma': ExecAdvisors need better financial planning software to compete against robos — and the no-longer-slumbering big banks, says Advicent COO Tony Stich.